HomeCourseModule 14 › User story: shipping the analysis — narrative report

User story: shipping the analysis — narrative report

Module 14 · Scenario: Data & Business Analyst10 min readIntermediate

What you'll learn

  • Choose the one chart that tells the story
  • Structure a memo: TL;DR, evidence, recommendation
  • Export to PDF or DOCX

The story

Marcus finished his analysis. Now he has to convince the VP to act on it.

The 'analyst memo' template

  1. TL;DR (3 sentences). What you found, what it means, what you recommend.
  2. The headline chart. One image that proves the TL;DR.
  3. How you measured it. Data, method, limits, in plain English.
  4. What to do next. Specific, time-bound, owned.

Auto-generate a PDF memo

from matplotlib.backends.backend_pdf import PdfPages
import matplotlib.pyplot as plt

with PdfPages("memo_q1.pdf") as pdf:
    # Page 1 — title + TL;DR
    fig, ax = plt.subplots(figsize=(8.5, 11))
    ax.axis("off")
    ax.text(0.05, 0.95, "Q1 Northeast Customers — Memo", fontsize=20, weight="bold", va="top")
    ax.text(0.05, 0.85,
            "TL;DR — The top 20 NE customers drove 62% of revenue but their\n"
            "margin% trails the national average by 6 points. We recommend\n"
            "a pricing review on the three SKUs that account for 80% of the gap.",
            fontsize=12, va="top")
    pdf.savefig(fig); plt.close(fig)

    # Page 2 — the chart
    fig, ax = plt.subplots(figsize=(8.5, 11))
    # ... build the chart
    pdf.savefig(fig); plt.close(fig)

Or generate a Word memo

from docx import Document
doc = Document()
doc.add_heading("Q1 Northeast Customers — Memo", 0)
doc.add_paragraph("TL;DR — The top 20 NE customers drove 62% of revenue...")
doc.add_picture("ne_margins.png", width=docx.shared.Inches(6))
doc.add_heading("Recommendation", level=2)
doc.add_paragraph("Pricing review on SKUs 12345, 23456, 34567 by end of June.")
doc.save("memo_q1.docx")

Key takeaways

  • Analysis without a recommendation is just trivia.
  • One chart, one number, one ask — that's the memo.
  • Python can generate the PDF/DOCX itself; the same script can rebuild it monthly.

Write your own memo

Take your last analysis. Distill it into a TL;DR, one chart, and a recommendation. Hand it to a colleague and ask: "did this make me sound certain enough?"

📹 Video walkthrough
A video walkthrough of this lesson will be embedded here. Until then, the written walkthrough above mirrors what the video will cover step-for-step.